Canadian Equity – Core

Strategy Overview

Investment Strategy

The long-term success of our Canadian Equity Core Strategy is rooted in a quality investment philosophy. The aim of our approach is to invest in businesses for the long-term (not trade stocks) that are profitable and well-established with durable, defensible attributes and can generate good returns on investment. We believe a focus on quality businesses combined with our disciplined approach to valuation and long-term holding period will continue to compound wealth for our clients.

The Canadian Equity Core Strategy seeks to outperform the S&P/TSX over the long term and does not take large sector bets.

As long-term investors, we believe that integrating Environmental, Social and Governance factors into our investment process helps us to identify high‑quality, sustainable businesses, as well as material risks and opportunities to the long-term value of our investments.

Why Invest in this Strategy

  • Experienced investment team
  • Provides exposure to a high quality Small Cap portfolio (representing 5%-15% of the overall portfolio) managed by a dedicated small cap team
  • Consistent, rigorous and repeatable investment process
  • Long-term investing approach with an emphasis on outperformance and low tracking error vs the benchmark
  • Disciplined, repeatable investment process focusing on high quality, attractively valued companies
  • Strong risk-adjusted returns; top ranking relative to peers

Disclaimer

The information provided herein does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Past performance is no guarantee of future results. Information pertaining to Fiera pooled funds is not to be construed as a public offering of securities in any jurisdictions of Canada. The offering of units of Fiera pooled fund is made pursuant to the fund’s Trust Agreement and only to those investors in jurisdictions of Canada who meet certain eligibility or minimum purchase requirements. Important information about Fiera pooled funds, including a statement of the fund’s investment objective, is contained in its Trust Agreement, a copy of which may be obtained from Fiera Capital Corporation. Unit values and investment returns will fluctuate. Please read the Trust Agreement of the pooled funds before investing. All performance data assume reinvestment of all distributions or dividends and do not take into account other charges or income taxes payable by any unitholder that would have reduced returns. Pooled funds are not guaranteed, their values change frequently and past performance may not be repeated.